Columbia Trust’s Oracle ORCL Stock Holding History

Columbia Trust’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$236K	Buy	+2,235	New	+$244K	0.11%	131

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Columbia Trust's ORCL Position: Q4 2023 in Review

Columbia Trust opened a new position in Oracle (ORCL) in Q4 2023: 2,235 shares worth $236K. The stake represents 0.11% of the portfolio and ranks #131 among its holdings.

2,694 funds tracked by Wall St. Rank hold ORCL as of Q4 2023.

Columbia Trust held 2,235 shares of Oracle worth $236K as of Q4 2023.
Oracle was a new Columbia Trust position in Q4 2023.
Oracle made up 0.11% of Columbia Trust's portfolio in Q4 2023, its #131 holding.
2,694 funds tracked by Wall St. Rank held Oracle as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.